Unclaimed Profile

Lynn M. Panagos

CHEVY CHASE TRUST COMPANY·BETHESDA, Maryland

Series 65Clean record22 years registeredCHEVY CHASE TRUST COMPANY

7501 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 4718076Firm CRD# 110742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn M. Panagos · BETHESDA, MD

Registration

CRD #4718076 · CHEVY CHASE TRUST COMPANY · 22 years registered

Brand Profile

Not yet started

Career History

ASB CAPITAL MANAGEMENT LLC

May 2024 – present

CHEVY CHASE TRUST COMPANY

Oct 2003 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 7, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHEVY CHASE TRUST COMPANY

CRD 110742 · SEC 801-55134

AUM

$36.0B

Regulatory assets under management

Employees

108

4,811 client accounts

Services offered by CHEVY CHASE TRUST COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHEVY CHASE TRUST COMPANY →

Introduction

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Frequently Asked Questions

What services does Lynn M. Panagos offer?

Lynn M. Panagos specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Lynn M. Panagos's credentials?

Lynn M. Panagos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn M. Panagos located?

Lynn M. Panagos is based in BETHESDA, Maryland, working with CHEVY CHASE TRUST COMPANY. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Lynn M. Panagos charge for services?

Lynn M. Panagos's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHEVY CHASE TRUST COMPANY?

CHEVY CHASE TRUST COMPANY has approximately 108 employees and manages $36.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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